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  The Bastion Group LLC
  The Bastion Group works with clients to develop a strategic financial plan to meet their life goals. The cornerstone of our business is integrity and relationships. Using 15 years of industry expertise, we work with your goals as a person, not a financial number. We have partnered with Chase Agency Inc., to provide solutions that protect your home, auto, and business needs. The Bastion Group takes a unique perspective on planning as we can grow clients’ assets, while at the same time mitigating risk that may get in the way of reaching life goals. External factors such as markets, taxes, inflation, and rates are constantly changing. The Bastion Group will meet these dynamics with prudent strategies to keep your portfolio prepared. Just some of the planning services we offer are;
- Retirement Income Planning
- Long Term Care Planning
- Estate Planning
- College Planning
- Asset Protection Planning
- Growth Planning
- Risk Mitigation
- Life Insurance
- Property Insurance
The Bastion Group is not a captive business which means that our fiduciary responsibility lies with our clients. We can use any solutions available to incorporate into the plan without having to worry about revenue goals and quotas. Whether you are looking for a financial partner, or would like a second opinion, call The Bastion Group.

Please Call 330-892-0762 for more information.


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